Michael Bell

Herbert Kim is a CFP® professional with 20 years of experience in financial advisory and accounting. He is the owner of Innovator Wealth Advisor, LLC, an independent firm he has been with since 2007. Prior to this, he worked at Pacific CPA & Advisor and Cascadia CPA PC. In addition to his advisory work, he serves as president of HSK CPA PLLC, a tax services firm. Innovator Wealth Advisor, LLC provides asset management, financial planning, and limited-scope consulting primarily to individuals, small business owners, and pension and estate clients. The firm employs a long-term, passive investment approach based on modern portfolio theory and manages discretionary accounts while offering project-based advisory services.

Gary May is a ChFC® and Series 65 credentialed financial advisor with nine years at May Tree Financial Planning LLC and eight years of industry experience. He also manages Nora's Book Niche LLC, a non-financial retail business. May previously worked for Collective Goods (formerly Books Are Fun) for 23 years. May Tree Financial Planning LLC is an independent advisory firm managing approximately $5.3 million for individuals, pension and profit-sharing plans, charitable organizations, and small businesses. The firm provides tailored investment management and financial planning services, emphasizing client-specific investment policies and primarily using a passive approach with index funds and ETFs. It also offers educational seminars and serves institutional-type clients alongside individuals.

Abhay Srivastava is a CFA® charterholder with seven years of industry experience. He is the principal advisor at AS Investment Partners LLC, an independent firm he has led since 2024. His prior experience includes roles at Hutchinson Capital Management and Finchwood Capital Partners, LP. AS Investment Partners LLC serves individual and select institutional clients, including corporations, providing discretionary and non-discretionary asset management along with standalone financial planning. The firm follows a fundamentally driven, business-oriented investment approach with a broad mandate and continuous portfolio monitoring.

Jeffrey Kikel is a financial advisor at Freedom Day Wealth Management LLC in Cedar Park, TX, with 30 years of industry experience. He holds the ChFC® designation and various securities licenses including Series 63, 65, and 66. Prior to founding Freedom Day Wealth Management in 2022, he was involved with BKA Wealth Consulting, Inc, CPTX Wealth Strategies, and American United Life. Outside of his advisory work, he is the founder of T-Werx, a coworking facility, and is involved in several business ventures including renewable energy sales and publishing. Freedom Day Wealth Management LLC provides asset management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, and corporate plan sponsors. The firm employs a combination of fundamental and technical analysis with a long-term investment approach and offers pension consulting and fiduciary services to plan sponsors.

Sanjeev Subnani is a financial advisor with Subnani Investment Research, LLC, holding a Series 66 designation and 10 years of industry experience. His career includes roles at Oneamerica Securities and Sagepoint Financial, Inc., as well as work in carpentry. Subnani serves as the sole advisor at his independent firm based in Leander, TX. Subnani Investment Research, LLC offers financial planning and discretionary portfolio management to individuals, high-net-worth clients, small businesses, and retirement plan sponsors. The firm combines fundamental, technical, and cyclical analysis with strategies like core-and-satellite, value, and contrarian investing, and provides pension consulting and educational workshops as part of its client services.

Douglas Kirkpatrick is the sole advisor at Alphaglider LLC, an independent registered investment adviser based in Georgetown, TX. He holds the CFA® designation and has 13 years of industry experience, including prior institutional equity roles before founding Alphaglider in 2012. Alphaglider LLC serves individuals, families, trusts, and retirement plan sponsors, managing approximately $48 million across about 30 clients. The firm offers discretionary and non-discretionary portfolio management, fiduciary consulting, and 3(38) investment-manager services, with a focus on diversified, risk-managed, tax-aware strategies that rely heavily on exchange-traded funds and are delivered primarily through its website and mobile applications.